Civic Intelligence

Clinical Financial Resource Inc.

Plan context: Clinical Financial Resource Inc. Retirement Plan

EIN 36-3891182 • Sharon, MA • 26 filings • 2 plans

3 Tracey LaneSharon, MA 02067
Current Snapshot

Latest Year

2024

2024 Participants

51

2024 Assets

$7,260,907

2024 Contributions

$374,733

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$8,866,462$4,433,231$0199920122024YearValue
$7,260,907Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

55280199920122024YearValue
51Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024151$7,260,907$374,733$7,348iApproximate average salary by contribution assumption: employee only about $183,693 at 4% or $122,462 at 6%; with 50% employer match about $122,462 at 4% or $81,641 at 6%; with 100% employer match about $91,846 at 4% or $61,231 at 6%.
Clinical Financial Resource Inc. Retirement Plan-51$7,260,907$374,733$7,348iApproximate average salary by contribution assumption: employee only about $183,693 at 4% or $122,462 at 6%; with 50% employer match about $122,462 at 4% or $81,641 at 6%; with 100% employer match about $91,846 at 4% or $61,231 at 6%.
2023154$6,656,343$417,238$7,727iApproximate average salary by contribution assumption: employee only about $193,166 at 4% or $128,777 at 6%; with 50% employer match about $128,777 at 4% or $85,851 at 6%; with 100% employer match about $96,583 at 4% or $64,389 at 6%.
Clinical Financial Resource Inc. Retirement Plan-54$6,656,343$417,238$7,727iApproximate average salary by contribution assumption: employee only about $193,166 at 4% or $128,777 at 6%; with 50% employer match about $128,777 at 4% or $85,851 at 6%; with 100% employer match about $96,583 at 4% or $64,389 at 6%.
2022155$5,607,286$456,308$8,297iApproximate average salary by contribution assumption: employee only about $207,413 at 4% or $138,275 at 6%; with 50% employer match about $138,275 at 4% or $92,183 at 6%; with 100% employer match about $103,706 at 4% or $69,138 at 6%.
Clinical Financial Resource Inc. Retirement Plan-55$5,607,286$456,308$8,297iApproximate average salary by contribution assumption: employee only about $207,413 at 4% or $138,275 at 6%; with 50% employer match about $138,275 at 4% or $92,183 at 6%; with 100% employer match about $103,706 at 4% or $69,138 at 6%.
2021155$8,866,462$475,333$8,642iApproximate average salary by contribution assumption: employee only about $216,060 at 4% or $144,040 at 6%; with 50% employer match about $144,040 at 4% or $96,027 at 6%; with 100% employer match about $108,030 at 4% or $72,020 at 6%.
Clinical Financial Resource Inc. Retirement Plan-55$8,866,462$475,333$8,642iApproximate average salary by contribution assumption: employee only about $216,060 at 4% or $144,040 at 6%; with 50% employer match about $144,040 at 4% or $96,027 at 6%; with 100% employer match about $108,030 at 4% or $72,020 at 6%.
2020151$7,592,182$483,033$9,471iApproximate average salary by contribution assumption: employee only about $236,781 at 4% or $157,854 at 6%; with 50% employer match about $157,854 at 4% or $105,236 at 6%; with 100% employer match about $118,390 at 4% or $78,927 at 6%.
Clinical Financial Resource Inc. Retirement Plan-51$7,592,182$483,033$9,471iApproximate average salary by contribution assumption: employee only about $236,781 at 4% or $157,854 at 6%; with 50% employer match about $157,854 at 4% or $105,236 at 6%; with 100% employer match about $118,390 at 4% or $78,927 at 6%.
2019142$6,560,851$451,658$10,754iApproximate average salary by contribution assumption: employee only about $268,844 at 4% or $179,229 at 6%; with 50% employer match about $179,229 at 4% or $119,486 at 6%; with 100% employer match about $134,422 at 4% or $89,615 at 6%.
Clinical Financial Resource Inc. Retirement Plan-42$6,560,851$451,658$10,754iApproximate average salary by contribution assumption: employee only about $268,844 at 4% or $179,229 at 6%; with 50% employer match about $179,229 at 4% or $119,486 at 6%; with 100% employer match about $134,422 at 4% or $89,615 at 6%.
2018142$5,326,162$367,449$8,749iApproximate average salary by contribution assumption: employee only about $218,720 at 4% or $145,813 at 6%; with 50% employer match about $145,813 at 4% or $97,209 at 6%; with 100% employer match about $109,360 at 4% or $72,907 at 6%.
Clinical Financial Resource Inc. Retirement Plan-42$5,326,162$367,449$8,749iApproximate average salary by contribution assumption: employee only about $218,720 at 4% or $145,813 at 6%; with 50% employer match about $145,813 at 4% or $97,209 at 6%; with 100% employer match about $109,360 at 4% or $72,907 at 6%.
2017139$5,283,403$297,582$7,630iApproximate average salary by contribution assumption: employee only about $190,758 at 4% or $127,172 at 6%; with 50% employer match about $127,172 at 4% or $84,781 at 6%; with 100% employer match about $95,379 at 4% or $63,586 at 6%.
Clinical Financial Resource Inc. Retirement Plan-39$5,283,403$297,582$7,630iApproximate average salary by contribution assumption: employee only about $190,758 at 4% or $127,172 at 6%; with 50% employer match about $127,172 at 4% or $84,781 at 6%; with 100% employer match about $95,379 at 4% or $63,586 at 6%.
2016135$4,569,211$224,580$6,417iApproximate average salary by contribution assumption: employee only about $160,414 at 4% or $106,943 at 6%; with 50% employer match about $106,943 at 4% or $71,295 at 6%; with 100% employer match about $80,207 at 4% or $53,471 at 6%.
Clinical Financial Resource Inc. Retirement Plan-35$4,569,211$224,580$6,417iApproximate average salary by contribution assumption: employee only about $160,414 at 4% or $106,943 at 6%; with 50% employer match about $106,943 at 4% or $71,295 at 6%; with 100% employer match about $80,207 at 4% or $53,471 at 6%.
2015131$4,043,160$233,892$7,545iApproximate average salary by contribution assumption: employee only about $188,623 at 4% or $125,748 at 6%; with 50% employer match about $125,748 at 4% or $83,832 at 6%; with 100% employer match about $94,311 at 4% or $62,874 at 6%.
Clinical Financial Resource Inc. Retirement Plan-31$4,043,160$233,892$7,545iApproximate average salary by contribution assumption: employee only about $188,623 at 4% or $125,748 at 6%; with 50% employer match about $125,748 at 4% or $83,832 at 6%; with 100% employer match about $94,311 at 4% or $62,874 at 6%.
2014125$3,966,952$146,918$5,877iApproximate average salary by contribution assumption: employee only about $146,918 at 4% or $97,945 at 6%; with 50% employer match about $97,945 at 4% or $65,297 at 6%; with 100% employer match about $73,459 at 4% or $48,973 at 6%.
Clinical Financial Resource Inc. Retirement Plan-25$3,966,952$146,918$5,877iApproximate average salary by contribution assumption: employee only about $146,918 at 4% or $97,945 at 6%; with 50% employer match about $97,945 at 4% or $65,297 at 6%; with 100% employer match about $73,459 at 4% or $48,973 at 6%.
2013123$3,660,583$138,740$6,032iApproximate average salary by contribution assumption: employee only about $150,804 at 4% or $100,536 at 6%; with 50% employer match about $100,536 at 4% or $67,024 at 6%; with 100% employer match about $75,402 at 4% or $50,268 at 6%.
Clinical Financial Resource Inc. Retirement Plan-23$3,660,583$138,740$6,032iApproximate average salary by contribution assumption: employee only about $150,804 at 4% or $100,536 at 6%; with 50% employer match about $100,536 at 4% or $67,024 at 6%; with 100% employer match about $75,402 at 4% or $50,268 at 6%.
2012120$3,125,173$155,678$7,784iApproximate average salary by contribution assumption: employee only about $194,598 at 4% or $129,732 at 6%; with 50% employer match about $129,732 at 4% or $86,488 at 6%; with 100% employer match about $97,299 at 4% or $64,866 at 6%.
Clinical Financial Resource Inc. Retirement Plan-20$3,125,173$155,678$7,784iApproximate average salary by contribution assumption: employee only about $194,598 at 4% or $129,732 at 6%; with 50% employer match about $129,732 at 4% or $86,488 at 6%; with 100% employer match about $97,299 at 4% or $64,866 at 6%.
2011118$2,632,756$213,395$11,855iApproximate average salary by contribution assumption: employee only about $296,382 at 4% or $197,588 at 6%; with 50% employer match about $197,588 at 4% or $131,725 at 6%; with 100% employer match about $148,191 at 4% or $98,794 at 6%.
Clinical Financial Resource Inc. Retirement Plan-18$2,632,756$213,395$11,855iApproximate average salary by contribution assumption: employee only about $296,382 at 4% or $197,588 at 6%; with 50% employer match about $197,588 at 4% or $131,725 at 6%; with 100% employer match about $148,191 at 4% or $98,794 at 6%.
2010114$2,540,552$149,272$10,662iApproximate average salary by contribution assumption: employee only about $266,557 at 4% or $177,705 at 6%; with 50% employer match about $177,705 at 4% or $118,470 at 6%; with 100% employer match about $133,279 at 4% or $88,852 at 6%.
Clinical Financial Resource Inc. Retirement Plan-14$2,540,552$149,272$10,662iApproximate average salary by contribution assumption: employee only about $266,557 at 4% or $177,705 at 6%; with 50% employer match about $177,705 at 4% or $118,470 at 6%; with 100% employer match about $133,279 at 4% or $88,852 at 6%.
200917$2,124,668$103,154$14,736iApproximate average salary by contribution assumption: employee only about $368,407 at 4% or $245,605 at 6%; with 50% employer match about $245,605 at 4% or $163,737 at 6%; with 100% employer match about $184,204 at 4% or $122,802 at 6%.
Clinical Financial Resource Inc. Retirement Plan-7$2,124,668$103,154$14,736iApproximate average salary by contribution assumption: employee only about $368,407 at 4% or $245,605 at 6%; with 50% employer match about $245,605 at 4% or $163,737 at 6%; with 100% employer match about $184,204 at 4% or $122,802 at 6%.
200815$1,613,714$76,812$15,362iApproximate average salary by contribution assumption: employee only about $384,060 at 4% or $256,040 at 6%; with 50% employer match about $256,040 at 4% or $170,693 at 6%; with 100% employer match about $192,030 at 4% or $128,020 at 6%.
Clinical Financial Resource Inc. Retirement Plan-5$1,613,714$76,812$15,362iApproximate average salary by contribution assumption: employee only about $384,060 at 4% or $256,040 at 6%; with 50% employer match about $256,040 at 4% or $170,693 at 6%; with 100% employer match about $192,030 at 4% or $128,020 at 6%.
200712$2,051,001$73,082$36,541iApproximate average salary by contribution assumption: employee only about $913,525 at 4% or $609,017 at 6%; with 50% employer match about $609,017 at 4% or $406,011 at 6%; with 100% employer match about $456,763 at 4% or $304,508 at 6%.
Clinical Financial Resource Inc. Retirement Plan-2$2,051,001$73,082$36,541iApproximate average salary by contribution assumption: employee only about $913,525 at 4% or $609,017 at 6%; with 50% employer match about $609,017 at 4% or $406,011 at 6%; with 100% employer match about $456,763 at 4% or $304,508 at 6%.
200613$1,904,251$68,912$22,971iApproximate average salary by contribution assumption: employee only about $574,267 at 4% or $382,844 at 6%; with 50% employer match about $382,844 at 4% or $255,230 at 6%; with 100% employer match about $287,133 at 4% or $191,422 at 6%.
Clinical Financial Resource Inc. Retirement Plan-3$1,904,251$68,912$22,971iApproximate average salary by contribution assumption: employee only about $574,267 at 4% or $382,844 at 6%; with 50% employer match about $382,844 at 4% or $255,230 at 6%; with 100% employer match about $287,133 at 4% or $191,422 at 6%.
200512$1,642,944$36,742$18,371iApproximate average salary by contribution assumption: employee only about $459,275 at 4% or $306,183 at 6%; with 50% employer match about $306,183 at 4% or $204,122 at 6%; with 100% employer match about $229,638 at 4% or $153,092 at 6%.
Clinical Financial Resource Inc. Retirement Plan-2$1,642,944$36,742$18,371iApproximate average salary by contribution assumption: employee only about $459,275 at 4% or $306,183 at 6%; with 50% employer match about $306,183 at 4% or $204,122 at 6%; with 100% employer match about $229,638 at 4% or $153,092 at 6%.
200412$1,491,812$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Clinical Financial Resource Inc. Retirement Plan-2$1,491,812$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200311$1,272,811$235$235iApproximate average salary by contribution assumption: employee only about $5,875 at 4% or $3,917 at 6%; with 50% employer match about $3,917 at 4% or $2,611 at 6%; with 100% employer match about $2,938 at 4% or $1,958 at 6%.
Clinical Financial Resource Inc. Retirement Plan-1$1,272,811$235$235iApproximate average salary by contribution assumption: employee only about $5,875 at 4% or $3,917 at 6%; with 50% employer match about $3,917 at 4% or $2,611 at 6%; with 100% employer match about $2,938 at 4% or $1,958 at 6%.
200211$793,737$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Clinical Financial Resource Inc. Retirement Plan-1$793,737$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200111$0$0-
Clinical Financial Resource Inc. Retirement Plan-1---
200011$969,338$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Clinical Financial Resource Inc. Retirement Plan-1$969,338$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
199912$2,551,453$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Clinical Financial Resource Inc. Retirement Plan-2$2,551,453$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.